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iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership

iShares Morningstar Multi-Asset Income ETF logo
$22.25 -0.01 (-0.04%)
As of 12:09 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Multi-Asset Income ETF (BATS:IYLD)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$2.79M
Number of
Institutional Sellers
(last 12 months)
0
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IYLD Institutional Buying and Selling by Quarter

iShares Morningstar Multi-Asset Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 First PREMIER Bank15,785$349K0.1%N/A0.287%
8/20/2026 Renasant Bank59,977$1.33M0.8%N/A1.090%
8/20/2026 Oarsman Capital Inc.37,310$826K0.1%N/A0.678%
8/20/2026 RPg Family Wealth Advisory LLC3,246$72K0.0%N/A0.059%
2/18/2026 IHT Wealth Management LLC12,982$278K0.0%+5.6%0.236%
12/23/2025 Triumph Capital Management2,277$48K0.0%N/A0.041%
12/2/2025 IFP Advisors Inc4,106$87K0.0%+923.9%0.075%
11/17/2025 Triumph Capital Management2,277$48K0.0%N/A0.041%
11/4/2025 Jones Financial Companies Lllp6,964$148K0.0%+15.9%0.127%
8/14/2025 NewEdge Advisors LLC2,803$58K0.0%-19.5%0.051%
7/17/2025 Fifth Third Securities Inc.10,196$212K0.0%N/A0.185%
5/16/2025NewEdge Advisors LLC3,484$70K0.0%+77.9%0.060%
4/17/2025Janney Montgomery Scott LLC10,076$202K0.0%-21.5%0.174%
2/17/2025Ameriprise Financial Inc.15,042$293K0.0%+45.7%0.253%
2/14/2025IHT Wealth Management LLC13,635$266K0.0%-44.9%0.229%
2/12/2025JPMorgan Chase & Co.23,614$460K0.0%-2.8%0.397%
2/10/2025Farther Finance Advisors LLC3,843$75K0.0%-53.9%0.065%
2/6/2025Jones Financial Companies Lllp3,492$68K0.0%+688.3%0.059%
1/17/2025Janney Montgomery Scott LLC12,828$250K0.0%-7.0%0.216%
11/25/2024Wilmington Savings Fund Society FSB6,604$136K0.0%N/A0.111%
11/15/2024IHT Wealth Management LLC24,726$511K0.0%+83.9%0.416%
7/15/2024Fifth Third Securities Inc.15,150$301K0.0%+4.2%0.255%
10/24/2023Cambridge Investment Research Advisors Inc.35,248$671K0.0%-2.0%0.500%
8/4/2023Parallel Advisors LLC6,250$122K0.0%-44.4%0.089%
7/26/2023Janney Montgomery Scott LLC16,707$326K0.0%-4.4%0.235%
7/13/2023Cambridge Investment Research Advisors Inc.35,957$702K0.0%-3.4%0.506%
4/28/2023Janney Montgomery Scott LLC17,484$337K0.0%-3.8%0.243%
4/25/2023Parallel Advisors LLC11,250$217K0.0%N/A0.156%
2/10/2023CoreCap Advisors LLC1,792$34K0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.48,116$913K0.0%-6.5%0.000%
2/1/2023Janney Montgomery Scott LLC18,183$345K0.0%-34.0%0.000%
1/25/2023Mayflower Financial Advisors LLC19,657$373K0.0%-27.7%0.000%
1/17/2023FSC Wealth Advisors LLC2,303$44K0.1%N/A0.000%
11/14/2022Kovack Advisors Inc.17,415$320K0.0%+7.7%0.000%
10/25/2022Janney Montgomery Scott LLC27,532$505K0.0%+40.0%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.51,458$945K0.0%-8.4%0.000%
8/11/2022CoreCap Advisors LLC1,792$36K0.0%N/A0.000%
8/8/2022Baird Financial Group Inc.21,418$425K0.0%N/A0.000%
8/3/2022Janney Montgomery Scott LLC19,671$390K0.0%-64.9%0.000%
8/2/2022CX Institutional10,807$215K0.0%-4.9%0.000%
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7/15/2022Mayflower Financial Advisors LLC27,248$540K0.1%-7.1%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.56,149$1.11M0.0%-1.4%0.000%


IYLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 15 institutional investors and hedge funds held shares of iShares Morningstar Multi-Asset Income ETF. The most heavily invested institutionals were Renasant Bank ($1.33M), Oarsman Capital Inc. ($826K), JPMorgan Chase & Co. ($460K), First PREMIER Bank ($349K), Ameriprise Financial Inc. ($293K), IHT Wealth Management LLC ($278K), and Fifth Third Securities Inc. ($212K).Learn more on iShares Morningstar Multi-Asset Income ETF's institutional investors.

Of the 12 institutional investors that purchased iShares Morningstar Multi-Asset Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Renasant Bank ($59.98K), Oarsman Capital Inc. ($37.31K), First PREMIER Bank ($15.79K), IHT Wealth Management LLC ($11.97K), Fifth Third Securities Inc. ($10.20K), Wilmington Savings Fund Society FSB ($6.60K), and Ameriprise Financial Inc. ($4.72K).

Institutional investors have bought a total of 126,221 shares in the last 24 months. This purchase volume represents approximately $2.79M in transactions.


Related Companies

Institutional ownership data for BATS:IYLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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